+162.8%
USFD vs SUI
+12.1%
+150.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.3% |
| 7D | -3.0% | -2.8% | -0.2% | -2.2% |
| 30D | +3.5% | -1.2% | +4.7% | +3.8% |
| 3M | +26.6% | -1.7% | +28.3% | +27.2% |
| 6M | +11.7% | -10.5% | +22.2% | +15.2% |
| YTD | +38.1% | -1.8% | +40.0% | +38.8% |
| 1Y | +33.4% | -4.1% | +37.5% | +34.7% |
| All | +162.8% | +12.1% | +150.7% | +148.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling